Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$282K Buy
+3,970
New +$282K 0.06% 96
2023
Q1
Sell
-1,864
Closed -$218K 184
2022
Q4
$218K Buy
+1,864
New +$218K 0.06% 108
2021
Q2
Sell
-8,123
Closed -$1.08M 89
2021
Q1
$1.08M Sell
8,123
-4,021
-33% -$534K 0.57% 65
2020
Q4
$1.72M Sell
12,144
-2,938
-19% -$416K 0.87% 39
2020
Q3
$1.89M Buy
15,082
+7,417
+97% +$931K 1.03% 21
2020
Q2
$752K Sell
7,665
-1,421
-16% -$139K 0.44% 66
2020
Q1
$752K Sell
9,086
-29,584
-77% -$2.45M 0.46% 59
2019
Q4
$3.92M Buy
+38,670
New +$3.92M 1.37% 21
2019
Q3
Sell
-25,926
Closed -$2.18M 86
2019
Q2
$2.18M Buy
+25,926
New +$2.18M 0.86% 46